YHB Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

YHB Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2M	Buy	320,655 +8,457	+3%	+$268K	0.65%	40
2026 Q1	$9.58M	Sell	312,198 -6,617	-2%	-$201K	0.69%	37
2025 Q4	$8.75M	Sell	318,815 -2,344	-0.7%	-$63.7K	0.6%	40
2025 Q3	$8.77M	Sell	321,159 -31,063	-9%	-$847K	0.64%	37
2025 Q2	$9.33M	Buy	352,222 +4,464	+1%	+$117K	0.72%	35
2025 Q1	$9.72M	Buy	347,758 +1,894	+0.5%	+$52.8K	0.81%	31
2024 Q4	$9.45M	Buy	345,864 +1,683	+0.5%	+$47.8K	0.78%	32
2024 Q3	$9.7M	Sell	344,181 -618	-0.2%	-$16.8K	0.8%	30
2024 Q2	$8.94M	Buy	344,799 +9,759	+3%	+$254K	0.77%	32
2024 Q1	$9M	Sell	335,040 -24,459	-7%	-$632K	0.8%	33
2023 Q4	$9.12M	Sell	359,499 -50,085	-12%	-$1.19M	0.88%	27
2023 Q3	$9.66M	Sell	409,584 -37,137	-8%	-$911K	0.89%	29
2023 Q2	$10.8M	Sell	446,721 -1,773	-0.4%	-$42.4K	1.01%	24
2023 Q1	$10.9M	Buy	448,494 +17,460	+4%	+$437K	1.1%	22
2022 Q4	$10.9M	Buy	431,034 +44,793	+12%	+$1.11M	1.16%	22
2022 Q3	$8.55M	Buy	386,241 +27,480	+8%	+$668K	0.95%	26
2022 Q2	$8.57M	Buy	358,761 +168,441	+89%	+$4.28M	0.9%	30
2022 Q1	$5M	Buy	190,320 +20,490	+12%	+$537K	0.44%	64
2021 Q4	$4.58M	Buy	169,830 +17,412	+11%	+$452K	0.36%	73
2021 Q3	$3.77M	Buy	152,418 +3,642	+2%	+$92.6K	0.33%	83
2021 Q2	$3.75M	Buy	148,776 +3,792	+3%	+$95.7K	0.32%	87
2021 Q1	$3.63M	Buy	144,984 +3,642	+3%	+$82.8K	0.31%	84
2020 Q4	$3.02M	Buy	141,342 +4,839	+4%	+$98.1K	0.29%	88
2020 Q3	$2.52M	Buy	+136,503	New	+$2.51M	0.27%	86

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

YHB Investment Advisors's SCHD Position: Q2 2026 in Review

YHB Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, buying an estimated $268K and bringing the position to 320,655 shares worth $10.2M. The position accounts for 0.65% of the portfolio, ranked #40.

YHB Investment Advisors first reported a position in SCHD in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.9M in Q1 2023. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

YHB Investment Advisors held 320,655 shares of Schwab US Dividend Equity ETF worth $10.2M as of Q2 2026.
YHB Investment Advisors bought 8,457 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $268K.
Schwab US Dividend Equity ETF made up 0.65% of YHB Investment Advisors's portfolio in Q2 2026, its #40 holding.
YHB Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 24 quarters since.
YHB Investment Advisors's Schwab US Dividend Equity ETF position peaked at $10.9M in Q1 2023.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.